KWM
TRPA

Kingsview Wealth Management’s Hartford AAA CLO ETF TRPA Stock Holding History

Kingsview Wealth Management’s Portfolio TRPA Stock Details TRPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Buy
5,630
+52
+0.9% +$2.02K ﹤0.01% 1216
2025
Q4 		$217K Sell
5,578
-2,114
-27% -$82.3K ﹤0.01% 1140
2025
Q3 		$299K Sell
7,692
-968
-11% -$37.8K ﹤0.01% 962
2025
Q2 		$337K Sell
8,660
-755
-8% -$29.3K 0.01% 901
2025
Q1 		$366K Buy
9,415
+616
+7% +$24K 0.01% 824
2024
Q4 		$343K Buy
+8,799
New +$344K 0.01% 846

Other funds holding TRPA

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

Kingsview Wealth Management's TRPA Position: Q1 2026 in Review

Kingsview Wealth Management increased its Hartford AAA CLO ETF (TRPA) stake by 0.93% in Q1 2026, buying an estimated $2.02K and bringing the position to 5,630 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Kingsview Wealth Management first reported a position in TRPA in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 26 funds tracked by Wall St. Rank hold TRPA as of Q1 2026.

  • Kingsview Wealth Management held 5,630 shares of Hartford AAA CLO ETF worth $218K as of Q1 2026.
  • Kingsview Wealth Management bought 52 Hartford AAA CLO ETF shares in Q1 2026, an estimated $2.02K.
  • Hartford AAA CLO ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1216 holding.
  • Kingsview Wealth Management first reported a position in Hartford AAA CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • Kingsview Wealth Management's Hartford AAA CLO ETF position peaked at $366K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.